Anic Equity¶
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Total return since start: 0.6 %¶
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Equity now: -----------------------------> 48886.49 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 42202.89 Kr¶
PnL: ---------------------------------------> -230.39 Kr¶
DD now: ---------------------------------> -7.97 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-03 15:08:35.839124'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.160000 | 1663.920000 | 196.380000 | 13.380000 | 1467.540000 |
| Hoist Finance | 35 | 1.970000 | 997.500000 | 19.250000 | 1.970000 | 978.250000 |
| BioGaia B | 8 | 1.120000 | 938.400000 | 10.400000 | 1.120000 | 928.000000 |
| Orrön Energy | 180 | 0.350000 | 2047.500000 | 9.900000 | 0.490000 | 2037.600000 |
| HEXPOL B | 9 | -0.090000 | 1027.800000 | 9.900000 | 0.970000 | 1017.900000 |
| Sagax A | 4 | 0.000000 | 860.000000 | 8.000000 | 0.940000 | 852.000000 |
| Catena | 2 | 0.860000 | 796.400000 | 6.800000 | 0.860000 | 789.600000 |
| JM | 6 | 0.770000 | 868.800000 | 6.600000 | 0.770000 | 862.200000 |
| Atrium Ljungberg B | 5 | 0.540000 | 938.000000 | 5.000000 | 0.540000 | 933.000000 |
| Sagax B | 4 | 0.470000 | 856.000000 | 4.000000 | 0.470000 | 852.000000 |
| Platzer Fastigheter Holding B | 12 | 0.380000 | 962.400000 | 3.600000 | 0.380000 | 958.800000 |
| ASSA ABLOY B | 3 | 0.150000 | 778.200000 | 1.200000 | 0.150000 | 777.000000 |
| Hexatronic Group | 12 | 0.100000 | 965.520000 | 0.960000 | 0.100000 | 964.560000 |
| AcadeMedia | 8 | -0.810000 | 399.520000 | -1.680000 | -0.420000 | 401.200000 |
| Clas Ohlson B | 12 | -0.190000 | 969.000000 | -1.800000 | -0.190000 | 970.800000 |
| Creaspac SPAC | 39 | -0.210000 | 3705.000000 | -3.900000 | -0.110000 | 3708.900000 |
| Bilia A | 8 | -0.620000 | 893.600000 | -4.000000 | -0.450000 | 897.600000 |
| EQT | 4 | -0.770000 | 823.200000 | -6.400000 | -0.770000 | 829.600000 |
| Biotage | 7 | -0.820000 | 931.700000 | -7.700000 | -0.820000 | 939.400000 |
| SKF B | 5 | -0.930000 | 929.250000 | -8.750000 | -0.930000 | 938.000000 |
| Gränges | 9 | -1.070000 | 916.200000 | -9.900000 | -1.070000 | 926.100000 |
| OX2 | 13 | -1.170000 | 936.650000 | -11.050000 | -1.170000 | 947.700000 |
| Byggmax Group | 33 | -1.180000 | 943.140000 | -11.220000 | -1.180000 | 954.360000 |
| Addnode Group B | 11 | -1.560000 | 904.200000 | -14.300000 | -1.560000 | 918.500000 |
| Alimak Group | 11 | -2.020000 | 907.500000 | -18.700000 | -2.020000 | 926.200000 |
| Nordic Waterproofing Holding | 7 | -2.030000 | 945.000000 | -19.600000 | -2.030000 | 964.600000 |
| VEF | 909 | -2.160000 | 1812.550000 | -32.720000 | -1.770000 | 1845.270000 |
| Latour B | 4 | -4.160000 | 819.600000 | -35.600000 | -4.160000 | 855.200000 |
| Vitec Software Group B | 2 | -3.320000 | 1048.000000 | -36.000000 | -3.320000 | 1084.000000 |
| Indutrade | 5 | -3.830000 | 1168.000000 | -46.500000 | -3.830000 | 1214.500000 |
| Bufab | 3 | -4.450000 | 1057.200000 | -49.200000 | -4.450000 | 1106.400000 |
| Hexagon B | 26 | -1.510000 | 3399.500000 | -52.000000 | -1.510000 | 3451.500000 |
| INVISIO | 16 | -1.520000 | 3624.000000 | -56.000000 | -1.520000 | 3680.000000 |
| BHG Group | 97 | -5.930000 | 1369.640000 | -85.360000 | -5.870000 | 1455.000000 |
| TOTAL | 42202.890000 | -230.390000 | -7.97032% | 42433.280000 |
Updated:¶
'2023-07-03 15:08:52.825227'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
